Nvidia has secured a $1 billion AI 6G partnership with Nokia and agreed to deliver 170,000 GPUs to Firmus Technologies, promising up to $30 billion in revenue. Its GPUs underpin OpenAI’s $115 billion infrastructure spend through 2029 and stand to gain from accelerating AI data center build-outs across networking, cloud and power segments.
Nvidia has secured a $1 billion AI 6G partnership with Nokia to embed its GPUs in next-generation cellular infrastructure and agreed to deliver 170,000 GPUs to Firmus Technologies between early 2027 and 2028. The Firmus deal includes cloud services for emerging AI firms and targets up to $30 billion in revenue over the pact’s duration.
Nvidia’s GPUs form the backbone of OpenAI’s hardware plans, as OpenAI prepares to invest $115 billion in AI infrastructure through 2029. This cements Nvidia’s position as the primary supplier for large-scale model training and inference workloads.
The accelerating build-out of AI data centers is driving demand not only for GPUs but also for networking, cloud infrastructure and power management solutions. Nvidia’s market dominance underpins this expansion, creating growth opportunities for complementary technology providers within its ecosystem.
Finance
